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F L Putnam Investment Management Co
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CRD # | 106223 |
SEC # | 801-21951 |
CIK # | |
AUM | $6.2 BB (2024-08-01) |
Employees | 105 (57% Investors, 0% Brokers) |
Phone | 800-344-3435 |
Address | 6 Kimball Lane Lynnfield, MA 01940 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 818 | 0.3 |
(b) Individuals (high net worth individuals) | 1,056 | 4.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 171 | 1.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 13 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 5,203 | 6.2 |
By Discretionary | ||
Discretionary | 5,125 | 6.1 |
Non-Discretionary | 78 | 0.1 |
Total | 5,203 | 6.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 6.2 | |
Total | 5,203 | 6.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
FNB Investment Advisors Inc
✚
|
PA | 6.3 |
Foundations Investment Advisors LLC
✚
|
AZ | 6.3 |
Pure Financial Advisors LLC
✚
|
CA | 6.3 |
Shuster Advisory Group LLC
✚
|
HI | 6.3 |
Centaurus Financial Inc
✚
|
CA | 6.3 |
Synovus Securities Inc
✚
|
GA | 6.2 |
One Capital Management LLC
✚
|
CA | 6.2 |
Thrivent Advisor Network LLC
✚
|
MN | 6.2 |
GYL Financial Synergies LLC
✚
|
CT | 6.1 |
Intellicents Investment Solutions Inc
✚
|
MN | 6.0 |